Market largely shrugs off blowout Nvidia report. Not a great look.

from Saxo Market Call · host SaxoStrats

Let's see if the US cash session (and the action into Friday's options expiry) tells us otherwise, but the market's very restrained reaction to Nvidia's very strong report might suggest a concern linked to the long term sustainability of Nvidia's prospects even amidst the incredible near term numbers. Elsewhere, we break down the results of other key software-as-a-service names reporting as well as some thoughts on Iran, a top geopolitical concern the market is ignoring, FX and more. Today's pod features Saxo Equity Strategist Ruben Dalfovo and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at [email protected] for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Episode metadata supplied by the publisher feed · Published Feb 26, 2026

What this episode covers

Let's see if the US cash session (and the action into Friday's options expiry) tells us otherwise, but the market's very restrained reaction to Nvidia's very strong report might suggest a concern linked to the long term sustainability of Nvidia's prospects even amidst the incredible near term numbers. Elsewhere, we break down the results of other key software-as-a-service names reporting as well as some thoughts on Iran, a top geopolitical concern the market is ignoring, FX and more. Today's pod features Saxo Equity Strategist Ruben Dalfovo and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at [email protected] for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

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Market largely shrugs off blowout Nvidia report. Not a great look.

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